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Copy current bank reference to create statement reference

Copy current bank reference to create statement reference

This guide has been reviewed against our global client base and classed as relevant to all regions

This article outlines a shortcut option in the Import Receipts from Bank Statement screen which a statement reference for a tenancy to be created

From main menu:

  • Click Lettings/Rentals

  • Click Daily Accounts Processes and select Import Receipts from Bank Statement

Match statement item against the correct tenancy:

  • In the Tenancy column, click the address - the Tenancy Detail window will open to the left

    Click address to view tenancy detail.png

From the Tenancy Detail screen on left:

  • Right-click over Statement reference field and select Paste current reference

    Paste current ref menu option.png
  • The reference is entered into the Statement reference field and will be remembered for future payments

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